
Secure Your Legacy with Comprehensive Estate Planning Services
At Dharna CPA, we understand the importance of protecting your wealth and ensuring your loved ones are cared for. Our Estate Planning Services in Toronto, Mississauga, and the Greater Toronto Area (GTA) are designed to give you peace of mind by offering tailored strategies to preserve and transfer your assets effectively.

Estate Planning Services in Mississuaga, Toronto & GTA

Minimizing Taxes After Retirement or Death
We develop strategies to reduce tax liabilities during retirement and upon death, maximizing the assets passed to your beneficiaries.

Clarifying Goals and Adjusting Wills
Our team helps refine your estate goals and provides expert advice on making will adjustments to minimize owed taxes.

Life Insurance Recommendations
We recommend optimal life insurance policies that effectively reduce taxes upon death, ensuring your beneficiaries receive the maximum benefit.

Filing Taxes After Death
With years of experience, we handle posthumous tax filings accurately, ensuring compliance and reducing stress for your loved ones.

Protecting Financial Welfare of Beneficiaries
We offer solutions that safeguard the financial well-being of surviving spouses or other beneficiaries by minimizing their tax burden.

Retirement Planning Solutions
We help you create effective retirement plans that focus on tax efficiency, ensuring a steady income stream for your future while minimizing tax liabilities.
Preserve wealth for future generations
“We do our personal and business taxes with this company for 2 years now and couldn’t be happier! We had a very hard time to find someone local, who can give us the assistance we needed (filing WITH feed back and orientation) and Shalini made it very easy and smooth to work together long distance. We have also done Shalini’s one on one consultation/ orientation session online, which is very helpful and I highly recommend. I am very detail oriented and have to say, we found a perfect fit!!“
– Carolyn Aboujaoude
“I decided to use Dharna CPA’s services after reading their many reviews and recommendations. I wasn’t disappointed at all and would recommend them to everyone. I was new to tackling my taxes as a new business person and following a difficult separation but Shalini was very responsive and addressed all my concerns.“
– Ambrene M
“I have been using services from Dharna CPA for over 15 years for my business & personal taxes. Harpal & his team are extremely professional & knowledgeable in tax matters.
They have helped me save a lot in my taxes through various tax strategies suggested by Harpal. I have always received a very prompt response to any of my tax related questions. I would highly recommend them to anyone for business or personal tax help.“
– Kailash K

Safeguard your wealth and achieve family goals
Safeguard your wealth and achieve family goals with comprehensive estate planning services. We help you protect your assets, minimize taxes, and reduce probate costs, ensuring your loved ones receive the maximum benefit. Let us guide you in securing a prosperous future for generations to come.
Secure your family’s future with planning.
Ensure your legacy is in trusted hands with Dharna CPA’s estate planning experts.

Frequently Asked Questions

How can I avoid probate costs and reduce estate taxes after my death?
Probate costs and estate taxes can significantly impact the value of your estate. Our team provides customized estate planning solutions that help you avoid unnecessary probate fees and minimize estate taxes, ensuring your beneficiaries receive the maximum benefit.
Is my will planned tax efficiently?
Having a tax-efficient will is crucial to minimize the tax burden on your estate. We can help review and optimize your will to ensure that it aligns with your financial goals while reducing potential tax liabilities upon your passing.
How can I preserve my wealth for future generations?
Preserving wealth for future generations involves careful planning and investment strategies. Our estate planning services focus on creating tax-efficient plans that ensure your assets are passed down with minimal tax impact, securing your family’s financial future.
Is a will enough for estate planning?
While a will is important, it may not address all aspects of your estate, such as minimizing taxes or protecting your assets. A comprehensive estate plan may include trusts, life insurance, and other strategies to ensure your estate is handled as you wish.
What is the role of a CPA in estate planning?
A CPA can help you with tax strategies, minimize estate taxes, and ensure that your estate is planned tax-efficiently. They can also assist in preparing your will, trust, and other legal documents to meet your goals.
Is estate planning only for the wealthy?
No, estate planning is essential for everyone, regardless of wealth. It helps ensure that your assets are distributed properly and your loved ones are protected, regardless of your estate size.
What is estate planning and why is it important?
Estate planning is the process of organizing your assets and preparing for their distribution after your passing. It helps ensure that your wealth is distributed according to your wishes, reduces potential taxes, and protects your loved ones from unnecessary financial burdens.